Candidate
Employer
Client Specialist – Life Insurance Sales
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Job Description
Client Specialist | The Stephens Agency
The Tone:
This is an entry-level remote role at The Stephens Agency, offering a flexible schedule for individuals across the United States. The Stephens Agency helps families secure crucial life insurance and financial protection by connecting them with suitable solutions. This Client Specialist role is vital because it directly impacts families’ well-being, providing education and guidance to ensure they receive the coverage they need without any cold calling or recruiting. It’s a career focused on making a difference while building unlimited earning potential.
The TL;DR
• Role: Early Career
• Type: Flexible Schedule
• Location: Remote, United States
• Mission: This person helps families by providing education and solutions for life insurance and financial protection, assisting them through the selection and application process.
What You’ll Actually Do
• Client Engagement: Meet with clients virtually who have already requested information, utilizing provided warm leads.
• Educational Guidance: Educate families on various life insurance solutions and their options for financial protection.
• Solution Recommendation: Recommend appropriate coverage based on individual client needs and budget constraints.
• Application Support: Assist clients through the entire application process for their chosen insurance products.
• Relationship Development: Build and maintain lasting relationships with clients, fostering trust and providing ongoing support.
The Must-Haves
• Background: Entry-Level. No prior insurance experience is required, as comprehensive training and licensing support are provided.
• Experience: No specific years of experience are required. Candidates should be motivated, dependable, eager to learn, and enjoy helping others, ready to grow in a rewarding career.
• Skills: Strong virtual communication skills, ability to educate individuals on complex topics, aptitude for building client relationships, and capability to manage administrative processes like applications.
